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搞钱树

05-11

$美光科技(MU)$AI的快速发展必然会产生泡沫这是无疑的，关键是你怎么理解泡沫，我对泡沫的理解是，市场在面对迫切的需求短缺时，自发形成的给予解决短缺的企业，最大的奖赏，以激励短缺的快速弥合，从这个角度看，存储的泡沫有其合理性

三星、海力士巨震！回调or上涨，你更看好？

周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】

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